SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)233,658,031.0
- RAUM (discretionary)233,658,031.0
- Actionable assets233,658,031.0
- Accounts (total)194.0
Institutional Clients
- Government AUM—
- Pension AUM5,236,828.0
- Charitable AUM747,404.0
- HNW AUM176,448,456.0